Adding Conditions to Forms and Forms Packets

Forms Packets are collections of the dealership's forms that are generated during the sales process. These custom Packets are designed to streamline the paperwork for Lease, Cash, and Finance transactions at the dealership.

Conditions can be applied to Form Packets to determine when a particular packet is accessible. For example, a Finance packet may be available for both New and Used vehicles, or specific Lenders may have Finance and Lease Packets.

VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on  Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

Sales > Maintenance > Sales > Forms

Inside the Forms screen:

1. Select the Form or Form Packet from the Packets group by clicking on the packet name

2. Click the [Details] button in the lower left of the screen to open the Packet Details window.

3. Click the Always Show dropdown and select No to open the Packet Details window. 

4. Create a Condition statement for this packet to only show based on specific condition criteria.
   

   1. Click the first Condition dropdown and select a condition factor. (Note: An 'Add to Condition' is an "AND" statement, where 'ADD Condition' is an "OR" statement. )

   2. Moving to the right, click the second Condition dropdown and select either Equals or Does Not Equal.

   3. Further to the right, click the third Condition dropdown and select the condition factor’s type.

      1. If more factors need to be added for this Condition Statement, click the Add to Condition hyperlink to add them to create "AND" statements. 
      2. If an "OR" Condition Statement is needed, click the Add Condition hyperlink.
         

5. When you are done adding Condition Statements, click the [OK] button.

6. Click the [Save] button in the Action Ribbon.

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